Junto Capital Management LP Q3 2016 Filing
Filed November 14, 2016
Portfolio Value
$761.4B
Holdings
26
Report Date
Q3 2016
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TRUTRANSUNION | 1,891,643 | $65.3B | 8.57% | |
| 2 | METAFACEBOOK INC | 450,038 | $57.7B | 7.58% | |
| 3 | TWXCHFTIME WARNER INC | 672,025 | $53.5B | 7.03% | |
| 4 | TMUST MOBILE US INC | 1,128,250 | $52.7B | 6.92% | |
| 5 | ICEINTERCONTINENTAL EXCHANGE IN | 179,300 | $48.3B | 6.34% | |
| 6 | EVREVERCORE PARTNERS INC | 856,125 | $44.1B | 5.79% | |
| 7 | VVISA INC | 500,800 | $41.4B | 5.44% | |
| 8 | LMEURLEGG MASON INC | 1,140,514 | $38.2B | 5.01% | |
| 9 | GDDYGODADDY INC | 1,047,012 | $36.2B | 4.75% | |
| 10 | —NIELSEN HLDGS PLC | 674,369 | $36.1B | 4.74% | |
| 11 | IVZINVESCO LTD | 983,238 | $30.7B | 4.04% | |
| 12 | DWDMORGAN STANLEY | 855,387 | $27.4B | 3.60% | |
| 13 | —VANTIV INC | 486,152 | $27.4B | 3.59% | |
| 14 | MSFTMICROSOFT CORP | 471,000 | $27.1B | 3.56% | |
| 15 | GOOGLALPHABET INC | 31,800 | $25.6B | 3.36% | |
| 16 | ADBEADOBE SYS INC | 223,480 | $24.3B | 3.19% | |
| 17 | SPGIS&P GLOBAL INC | 175,800 | $22.2B | 2.92% | |
| 18 | ROSTROSS STORES INC | 254,000 | $16.3B | 2.14% | |
| 19 | MKTXMARKETAXESS HLDGS INC | 98,222 | $16.3B | 2.14% | |
| 20 | CLGXCORELOGIC INC | 400,900 | $15.7B | 2.06% | |
| 21 | ULTAULTA SALON COSMETCS & FRAG I | 64,600 | $15.4B | 2.02% | |
| 22 | GGENPACT LIMITED | 572,592 | $13.7B | 1.80% | |
| 23 | HDHOME DEPOT INC | 76,000 | $9.8B | 1.28% | |
| 24 | AVGOBROADCOM LTD | 44,053 | $7.6B | 1.00% | |
| 25 | KLACKLA-TENCOR CORP | 76,600 | $5.3B | 0.70% | |
| 26 | AMZNAMAZON COM INC | 3,700 | $3.1B | 0.41% |